RIA

Regal Investment Advisors Portfolio holdings

AUM $1.33B
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
-$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.97M
3
+$2.9M
4
HBI icon
Hanesbrands
HBI
+$2.84M
5
DINO icon
HF Sinclair
DINO
+$2.79M

Top Sells

1
+$10.9M
2
+$4.09M
3
+$4.06M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$3.38M
5
WDC icon
Western Digital
WDC
+$3.18M

Sector Composition

1 Consumer Discretionary 8.53%
2 Healthcare 8.41%
3 Financials 4.73%
4 Communication Services 4.21%
5 Industrials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$292K 0.08%
2,875
-229
202
$292K 0.08%
44,584
-1,952
203
$289K 0.08%
8,153
-4,625
204
$286K 0.08%
+7,189
205
$285K 0.08%
+13,793
206
$283K 0.08%
2,060
-676
207
$275K 0.08%
4,045
-596
208
$275K 0.08%
1,811
209
$270K 0.07%
6,851
-32
210
$270K 0.07%
3,713
-56,184
211
$268K 0.07%
6,808
-198
212
$267K 0.07%
3,745
213
$265K 0.07%
3,626
214
$265K 0.07%
6,110
+3
215
$264K 0.07%
4,072
+500
216
$263K 0.07%
23,619
+709
217
$262K 0.07%
2,538
-311
218
$254K 0.07%
1,947
-354
219
$254K 0.07%
5,709
+68
220
$250K 0.07%
2,968
-933
221
$248K 0.07%
9,912
+72
222
$248K 0.07%
7,672
223
$247K 0.07%
4,436
-6,519
224
– –
0
225
$237K 0.07%
+7,917
7 8
9
10 11